Expert Trust & Estate Planning Advice
Trusts play a crucial role in estate planning, helping individuals and families protect and manage wealth for future generations. At Ward Goodman, we offer expert guidance on setting up and managing trusts, ensuring they are structured correctly to provide tax efficiency, asset protection, and financial security.
Whether you’re looking to establish a family trust, manage an existing trust, or need trustee services, our experienced advisors provide tailored support. We help you navigate the complexities of trust law, ensuring compliance with legal and tax obligations while safeguarding assets for beneficiaries.
With our independent advice, you can be confident that your wealth is managed efficiently and in accordance with your wishes.
We provide trust and estate planning services from our offices in Ferndown and Shaftesbury, supporting clients throughout Dorset. Our local presence means we’re available to meet face-to-face (or remotely) and offer personalised advice to help you protect and pass on your wealth with confidence.
Our Trust & Trustee Services
Trust Creation & Maintenance
Expert advice on establishing and maintaining trusts, ensuring they meet legal requirements and align with your financial and estate planning goals.
Trust Management & Administration
Ongoing support to manage trust assets, ensuring compliance with legal and tax obligations while protecting beneficiaries' interests.
Family Trusts & Wealth Protection
Helping families safeguard wealth and pass assets to future generations in a tax-efficient and legally secure manner.
Charitable Trusts
Guidance on setting up and managing charitable trusts to support philanthropic goals while ensuring tax efficiency.
Trustee Services
Providing professional trustee services to ensure trusts are managed responsibly, impartially, and in accordance with your wishes.
How We Support You with Trusts & Trusteeship
Expert Trust Management
Our specialists provide expert advice on the creation, management, and administration of trusts, ensuring they are structured in the most tax-efficient way.
Asset Protection & Inheritance Planning
We help individuals and families safeguard assets for inheritance planning, charitable giving, or securing wealth for future generations.
Professional Trustee Services
Our team offers professional trustee services, ensuring trusts are managed responsibly and in the best interests of beneficiaries.
Ongoing Support & Compliance
From tax-efficient planning to legal compliance, we provide ongoing support to ensure your trust operates effectively and aligns with your long-term financial goals.
Meet Our Trust Experts
Our trust specialists are dedicated to providing tailored advice, ensuring your assets are protected and managed with expertise and care for future generations.
Frequently Asked Questions
Trusts are an essential part of estate and financial planning, offering a structured way to protect and manage wealth. Whether you’re setting up a trust for inheritance planning, asset protection, or charitable giving, expert guidance ensures your trust operates effectively and aligns with your long-term goals.
What is a trust, and how does it work?
A trust is a legal arrangement where assets are held by trustees for the benefit of designated beneficiaries. It helps manage wealth, ensure tax efficiency, and protect assets.
What are the benefits of setting up a trust?
Trusts offer benefits such as tax efficiency, asset protection, and control over how wealth is distributed to beneficiaries. They can also help avoid probate delays.
What is the role of a trustee?
A trustee is responsible for managing the trust assets in the best interests of the beneficiaries, ensuring compliance with legal and financial obligations.
How are trusts taxed in the UK?
Trust taxation varies based on the type of trust. We provide expert advice on tax implications and strategies to ensure tax efficiency.
Can I change or update a trust after it has been created?
Some trusts allow amendments, while others are fixed. Our advisors can review your trust structure and guide you on any necessary adjustments.
The Process
Initial referral or inquiry
Whether you’ve been referred or inquired yourself, our team will reach out to you in a timely manner
Free consultation
We offer a no-cost, no-obligation meeting at one of our offices, or over the phone
Quote and setup
We’ll provide you with a tailored quote and when you’re ready, our tax advisors will begin services
Book a Meeting
If you would like to discuss further, please book a meeting with an experienced member of our team. Simply let us know when’s best for you and we will get in touch to arrange a suitable time.
Why Choose Ward Goodman?
Client satisfaction is paramount to us. We have a broad range of clients, and we endeavour to offer them the best tax planning service possible through continuous improvement and focus on doing things right the first time.
Experienced Advisors & Accountants
Our Dorset-based team can advise and support any size of business locally or nationwide.
Bespoke Financial Advice & Tax Planning Service Packages
Flexible, bespoke service covering all aspects of tax planning.
Access to a Full Team of Finance Experts
From our Financial Advisors to Pension Advisors.
Our Awards and Accreditations
Ward Goodman’s excellence in accounting and tax advice is validated by notable awards and accreditations within the UK financial industry.
AAT Qualified
Xero Certified
ICAEW Membership
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